JSIZX Mutual Fund

JSIZX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
-0.82%
3 Months
+0.83%
6 Months
+2.36%
YTD
+3.49%
1 Year
+8.94%
3 Years (annualized)
+8.70%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+6.99%
vs Peers
-3.51%

JSIZX Mutual Fund Performance

JSIZX performance across multiple time periods: 1-month -0.82%, YTD 3.49%, 1-year 8.94%, 3-year 8.70%, 5-year 3.63%, 10-year 4.88%.

JSIZX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

JSIZX vs another fund shows side-by-side returns. JSIZX alternatives are available in the Mutual Fund Screener.